Burgos v. Hernández González

54 P.R. 34
CourtSupreme Court of Puerto Rico
DecidedDecember 23, 1938
DocketNo. 7546
StatusPublished

This text of 54 P.R. 34 (Burgos v. Hernández González) is published on Counsel Stack Legal Research, covering Supreme Court of Puerto Rico primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Burgos v. Hernández González, 54 P.R. 34 (prsupreme 1938).

Opinion

Me. Justice Wole

delivered tbe opinion of tbe Court.

Tbis ease was decided on a demurrer, and tbus tbe facts alleged in tbe complaint may be accepted as true. It appears therefrom that by notarial deed of October 29, 1926, Mercedes A. González Garriga, as a result of tbe settlement of an inheritance, acknowledged owing $10,000 to tbe plaintiff’s wife, Emilia Meléndez. Tbe above sum, however, was retained by Mercedes A. Gonzalez and took tbe form of a loan which was to mature on October 29,1930, and of course owned by Emilia Meléndez. In 1930 the loan was reduced to $8,000 and in tbis amount extended for an additional two-year period. Before tbe expiration of tbis extension, Emilia Meléndez, tbe creditor, died testate and designated her bus-band, Tomás Burgos, her sole and universal heir with regard to all property of which she could freely dispose and without prejudice to tbe rights of others. At tbe time of her death no new extension bad been agreed upon of tbe $8,000 credit already mentioned. Subsequently, tbe debtor, Mercedes Gon-zález also died without having paid any portion of tbe above nor yet tbe agreed interest for tbe months of October and November, 1932, and tbe interest which fell due thereafter.

Relying on these facts Tomás Burgos as heir of tbe original creditor brought suit on February 6, 1936, against Rafael Hernández González as sole heir and son of Mercedes A. González, represented by bis guardian, who was later substituted by tbe father in exercise of his patria potestas. In addition to what is recited above, it was alleged that plaintiff’s deceased wife bad been survived by her mother, and therefore, according to law, plaintiff was entitled to one half of the $8,000 or $4,000, but tbe said mother was not made a party. In addition to tbe $4,000 plus interest as alleged, [36]*36plaintiff set up a second cause of action for $500 as damages for the delay in the satisfaction of the debt.

The defendant filed a demurrer for nonjoinder of parties plaintiff or defendant, and for lack of a cause of action stated. The lower court sustained both grounds of the demurrer and, as the plaintiff failed to amend within the statutory period, rendered judgment dismissing the complaint with costs against the plaintiff.

Two are the errors assigned on appeal. The first of them attacks the trial court’s theory to the effect that no cause of action was stated because no partition and adjudication of the hereditary estate had taken place. The court decided that partition must precede the right of an heir to recover physically any specific portion of the inheritance though not to obtain a judicial determination of his interest in the estate. The other assignment questions the necessity of joining the co-heir as either plaintiff or defendant inasmuch as the subject matter involved is money.

Appellant denies the necessity of a partition prior to recovery on a cause of action such as the present, principally because there seems to bé little necessity for co-heirs to agree on what portion of a sum of money each is to receive. The appellant states in his brief that every dollar is alike. We have read the commentaries of Manresa, Scaevola, Guijarro and Martínez Ruiz, and others upon the question before us and although none of them touch the exact point at issue, their general views on the subject support the decision of the trial court.

In discussing section 1068 of the Spanish Civil Code, which is identical to section 1021 of our Civil Code, Manresa says:

“Thus, the whole estate and rights of an ancestor pass in their entirety to his heirs; but the whole estate is indeterminately conveyed to all the heirs and therefore none of them may be said to be the exclusive owner of any portion thereof. It is. when the partition is made that the right of each heir becomes individualized and determined, and by adjudicating things or rights to each of them in [37]*37settlement or as tbe equivalent of bis undivided interest or portion tbe transferee acquires tbe exlusive ownership of sucb specific rights or things and forfeits any interest in the hereditary things or rights adjudicated to others.” Manresa, Comentaries on the Spanish Civil Code, Vol. VII. pp. 788, 789.
“ Where partition is involved, or where it is sought to give effect to a right affecting certain hereditary property, then even such will or declaration of heirship continues to be the primary or essential title that warrants the tradition from the ancestor to his heirs, and hence the title relied on by the latter for dividing the estate among themselyes or for receiving the same, already separately and distinctly, in a partition made by a third person qualified for the purpose. Such title, however, ■ is not enough, it is further necessary that a showing be made, in some way or other, according to the purpose in view or the rights to be enforced, of the existence of the partition, because only such partition can confer, according to section 1068; upon each heir the exclusive ownership of any property that may have been specifically allotted to him. This latter title is the one that vests or declares and its necessity has never been gainsaid by the Division of Eegistries which, nevertheless, has always attached to it an importance second to the Law or to the will which in any case should be considered as the main title.” Vol. VII, p. 191.
“As stated by us in General Considerations, the partition of an inheritance really involves the conveyance of property. There has existed the indivisión or community of property which has carried along with it the right of each joint owner to dispose of or mortgage his prospective portion or share and also, of course, the division of the thing held in common which replaces such prospective portion with specific and definite property or things. The assignor or seller is subrogated wholly or partially by the assignee who becomes entitled to intervene in the partition.” Id. p. 794.

The Judgment of the Supreme Court of Spain of January-26, 1906, in one of its most important considerandos decides:

“It is the doctrine of the Supreme Court, as set out in several judgments and especially in that of April 4, 1905; that although an heir may dispose, even before the allotment of the prospective or indeterminate portion of the inheritance that might pertain to him, so long as such inheritance is not liquidated and, therefore, no proper adjudication is made of the portion pertaining to him he [38]*38lacks actually an ownership title and, therefore, he can not dispose of or encumber any specific or definite property to which he may be entitled in the aggregate by virtue of the will.”

This doctrine has been observed and supported by several decisions of this court. Muñoz v. Registrar, 41 P.R.R. 672, Capó v. Fernández, 27 P.R.R. 656 and Succession of De Jesús v. Pérez, 28 P.R.R. 297. In all of these cases the property involved was realty.

The doubt we have entertained has been dispelled by the assertions of Manresa and Scaevola to the effect that the “partition” is an act of transmissions of title and not merely one declaring or fixing the limits of a title already conferred. Before such an operation takes place the heirs have no specific title over any portion of the estate so as to be able to freely deal with it. See Judgment of the Supreme Court of Spain of June 11, 1897.

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54 P.R. 34, Counsel Stack Legal Research, https://law.counselstack.com/opinion/burgos-v-hernandez-gonzalez-prsupreme-1938.